JP Morgan Chase
TWFG

JP Morgan Chase’s TWFG Inc TWFG Stock Holding History

JP Morgan Chase’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4K Buy
+58
New +$1.14K ﹤0.01% 7285
2025
Q3 		– Sell
-6,903
Closed -$242K – 7788
2025
Q2 		$242K Sell
6,903
-20,495
-75% -$683K ﹤0.01% 5146
2025
Q1 		$847K Buy
27,398
+14,083
+106% +$423K ﹤0.01% 4462
2024
Q4 		$410K Buy
+13,315
New +$414K ﹤0.01% 5145

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JP Morgan Chase's TWFG Position: Q2 2026 in Review

JP Morgan Chase opened a new position in TWFG Inc (TWFG) in Q2 2026: 58 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #7285 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in TWFG as recently as Q2 2025.

JP Morgan Chase first reported a position in TWFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $847K in Q1 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • JP Morgan Chase held 58 shares of TWFG Inc worth $1.4K as of Q2 2026.
  • TWFG Inc was a new JP Morgan Chase position in Q2 2026.
  • TWFG Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7285 holding.
  • JP Morgan Chase first reported a position in TWFG Inc in Q4 2024 and has held it in 4 quarters since.
  • JP Morgan Chase's TWFG Inc position peaked at $847K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.